Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
2025 Outlook: Targeting a Trifecta
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2025 Outlook: Targeting a Trifecta

Policy regime shift, Productivity boom, Sustainable Disinversion, 70/30 Asset Allocation
Barry C. Knapp
Dec 09, 2024
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This is an audio summary of our December 7 note, 2025 Outlook: Targeting a Trifecta

Figure 4: Large banks supported the Fed’s aggressive hikes and passive QT because they benefited from it because the majority of the reserves created by QE resided at large banks and their balance sheets were bloated with securities. Small bank profitability got crushed.

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Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Macroeconomic and public policy strategy
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Barry C. Knapp
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